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| Provider | Service type | Compensation |
|---|---|---|
NEWPORT GROUP, INC.2 years Service code 15 · EIN 27-2037969 | Recordkeeping | $20,810 |
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,893 | $73,397-64.7% | $178,014-85.5% | $74,546-65.3% |
| Participation rate | 96.8% | 66.6%+30.2pp | 77.1%+19.7pp | 67.2%+29.6pp |
| Annual return | 22.07% | 17.49%+4.6pp | 294.80%-272.7pp | 1366.03%-1344.0pp |
| Employer contribution / active EE | $2,230 | $2,217+0.6% | $3,950-43.5% | $2,624-15.0% |
| Participant deferral / active EE | $5,223 | $4,512+15.8% | $6,276-16.8% | $4,347+20.1% |
| Admin fee / account holder | $65 | $1,809-96.4% | $10,362-99.4% | $1,944-96.7% |